BRICKLEY WEALTH MANAGEMENT

161 W 25th Avenue
Suite 204
San Mateo, California 94403-2266
Tel: (650) 638-0111

About BRICKLEY WEALTH MANAGEMENT

BRICKLEY WEALTH MANAGEMENT, formally registered with the SEC as BRICKLEY WEALTH MANAGEMENT. The firm was established in 05/02/2017. They have over 1 offices throughout the country.

BRICKLEY WEALTH MANAGEMENT is a San Mateo, California based Financial Planning firm with nearly $720,074,814 assets under management, offering retirement planning & investment advisory services to 523 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287487
SEC#	801-110453
Assets Managed by Firm	$720,074,814
No. of Clients	523
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	523	$720,074,814
Individuals (other than high net worth individuals)	80	$22,316,350
High net worth individuals	97	$689,494,147
Pension and profit sharing plans	2	$2,985,181
Charitable organizations	10	$5,279,136

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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